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July 18, 2021
Question

NY State return does not have a place to enter a number for the amount to rollover from refund to apply to next year. Can you find it?

  • July 18, 2021
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1 reply

rjs
Employee
July 18, 2021

On the New York resident tax return, Form IT-201, the amount of your refund that you want to apply to next year is on line 79.


TurboTax gives you the option to apply your refund to next year on the "Additional Tax Situations" ("Other Forms You May Need") screen near the end of the New York interview. It's in the first topic on that screen, "Prepare Estimates or Apply Your Refund to 2021." But the interview only allows you to apply your entire refund to 2021. To apply part of your refund you have to use forms mode, which is only available in the CD/Download TurboTax software, not in TurboTax Online. You enter the amount on line 1 in Part II of the New York Estimated Tax Worksheet and uncheck the first checkbox on that line.